Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 25 retirement plans report an interest in this investment, totaling $260.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Invesco Stable Value Trust A1, Invesco Stable Value A1, Invesco Stable Value Trust - A1. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $73.6M |
| 2 | AUTONATION, INC. AUTONATION 401(K) PLAN | FORT LAUDERDALE FL | 25,202 | $1.1B | $66.2M |
| 3 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $53.0M |
| 4 | LONZA USA INC. THE LONZA US SAVINGS PLAN | MORRISTOWN NJ | 5,125 | $1.2B | $48.4M |
| 5 | SOUTHERN CALIFORNIA PIPE TRADES DEFINED SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 13,030 | $404.5M | $27.8M |
| 6 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 730 | $157.2M | $13.3M |
| 7 | ARXADA, LLC THE ARXADA 401(K) PLAN | MORRISTOWN NJ | 973 | $224.9M | $12.8M |
| 8 | BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLA NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLAN | LOS ANGELES CA | 8,251 | $707.8M | $7.3M |
| 9 | UNITED BIOSOURCE LLC UNITED BIOSOURCE LLC 401(K) PLAN | KING OF PRUSSIA PA | 1,626 | $108.2M | $3.1M |
| 10 | GOLDEN EMPIRE MORTGAGE, INC. GEM 401(K) PLAN | BAKERSFIELD CA | 413 | $21.2M | $2.5M |
